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ENGAGE 2020


ENG201.16 - ENG201.16. Build an Advisory Practice Primer


Jun 12, 2020 2:00pm ‐ Jun 12, 2020 2:50pm

Description

As technology and other practice areas (such as cybersecurity, PFP, valuation, and forensic accounting) gain momentum, CPA firms should begin to consider how to build an advisory practice. Come to this session to hear best practices on getting into advisory, what specific areas are ripe for beginning with, and take aways on pitfalls to avoid.

Learning Objectives:
  • Recall steps to consider in staffing an advisory practice line
  • Identify popular advisory areas to begin exploring

Speaker(s):

  • Kevin Martin, CPA.CITP, MCSE, MCP+I, Retiring Founder, Martin & Associates
  • Dave Stolz, CPA, PFS, President, Stolz and Associates
Category: Concurrent Session Online

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